I wanted to let our client’s know that on their portal account, there is a Tax & Financial Planning Package. We created it, and personalized it for you. Please, take some time to check it out. Also Stimulus Checks are still being processed. Please be patient because the IRS system is still a work in progress. Here’s a walkthrough.
Podcast: Play in new window | Download (Duration: 10:24 — 5.7MB)
The unique position I’m in enables me to not only provide tax and financial services but during this time of crisis and uncertainty I want to reach out to our clients, family and friends to assure you, you are not alone. What can we do now to better our situation and what can we do to prepare for the future?
Podcast: Play in new window | Download (Duration: 10:24 — 5.7MB)
Let’s talk about the Economic Injury Disaster Loan and the Paycheck Protection Program. For more information , refer to our emails. Our team strives to keep you up to date with the latest news as we receive it. We’re working everyday to keep our clients updated with what’s important to our clients and their families.
Podcast: Play in new window | Download (Duration: 12:36 — 23.1MB)
Here’s the breakdown of your Tax and Financial Planning Package. Created and personalized for our clients, it contains tools and organizers for planning, budgeting, and strategizing for the future. Let’s look at your finances objectively…
Podcast: Play in new window | Download (Duration: 12:02 — 6.4MB)
